March 2024 Newsletter


James Carroll's Profile Picture James Carroll, CPA

James Carroll, CPA L.L.C.
Company Logo

James Carroll, CPA L.L.C.

Planning Your Financial Future

MARCH 2024

Spring those clocks forward on March 10th!

Why Do Workers Take Less Paid Time Off Than They Can?

PTO is important, yet nearly half of workers take less time off than allowed.

Take a look

Beware of These Life Insurance Beneficiary Mistakes

Naming your life insurance policy’s beneficiaries should be a relatively simple task. However, there are a number of situations that can easily lead to unintended and adverse consequences.

Take a look

Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both offer an income stream, but there are important differences to consider.

Take a look

Braving the Housing Market? An Assumable Mortgage Might Be the Solution

An assumable mortgage might be the solution if you are looking to buy or sell a home.

Take a look

James Carroll's Profile Picture

James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
Company Logo
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Prepared by Broadridge Advisor Solutions Copyright 2024.

To opt-out of future emails, please click here.

This entry was posted on Thursday, February 29th, 2024 at 1:30 pm. Both comments and pings are currently closed.

Comments are closed.